Mitchell Whetman
Apache Junction,AZ
Summary
I pride myself on being reliable, detail oriented, enthusiastic, and inquisitive. I'm looking to capitalize on opportunity and reach my full potential.
Overview
13
13
years of professional experience
Work History
Account Manager
Unitas Dental
03.2024 - Current
- Answer all questions from my accounts via e-mail and phone in a timely manner
- Send monthly progress reports to my accounts
- Oversee the intake process and participation verification process for my accounts
- Compile various PDF reports to send and review to my accounts
- Make recommendations for negotiations and optimization that will best benefit my accounts
- Create and oversee the completion of credentialing application tasks for various providers.
Senior Accounting Technician
WCF Insurance
04.2022 - 03.2024
- Complete bi-weekly payroll for company employees
- Run payroll reports such as Funding, EIB, URS, Fidelity, Approved time off, Garnishments, Cell allowance, HSA
- Audit net and gross incomes compared to prior pay period
- Input PTO for new employees, Tuition reimbursements, Metlife deductions, Wellness credits, Recognition bonuses, Holiday hours
- Submit 401k entries to Fidelity
- Create payment plans for past due customers following final audits
- Receive inbound calls for ACH and Credit Card payments
- Apply mailed in check payments to customer accounts
- Submit all daily received payments through the Zions Bank portal and confirm the total sum is accurate
- Issue refund checks to customers.
Procurement Analyst
Swire Coca-Cola
10.2018 - 04.2022
- Created new vendors using MDG and SAP
- Verified our vendor data matches IRS records for 1099 reporting
- Verified ACH information with vendors and full-service customers by making outbound calls
- Collaborated on and led procurement master data initiatives to improve processes
- Managed internal procurement database for updates and content changes
- Held 24 training sessions for our sales team members on how to submit new vendor setups and existing vendor changes through Smartsheet
- Worked alongside Wells Fargo in our Merchant Card payment plan for vendors that gave Swire a kickback
- Reached out to vendors to collect updated data including W9 forms, EFT letters, voided checks, and contracts
- Contacted vendors to change their payment method from check to ACH, so Swire could save money on cutting checks and pay the customers faster.
Accounts Receivable Clerk
Swire Coca-Cola
07.2017 - 10.2018
- Notified customers of delinquent accounts with attempt to collect outstanding amounts
- Processed payments over phone and set up recurring drafts
- Sent invoices, statements, and dunning notices to customers
- Sent past due and incompliant customers to third party collections
- Provided a weekly aging report to the Collections Manager
- Adjusted pricing errors on invoices and re-billing the customer
- Reviewed accounts to determine payment plan compliance
- Recorded information about customers' financial status and collections status efforts
- Mentored new members on scripts, strategies and company information to maximize performance.
Inventory / Fulfillment Supervisor
Pedersen Worldwide Companies
10.2011 - 07.2017
- Received and transferring inventory in system
- Verified items correctly matched to sales check for packing and shipment
- Scheduled staffing, equipment and space utilization to fulfill production goals during both peak and non-peak periods
- Assisted in picking and loading process as required by business needs by efficiently picking and assembling orders
- Assisted the Auditors in quarterly inspections
- Forklift certified
- Running monthly inventory checks on fulfillment line and pallets
- Driving shipments to our corporate office
- Interviewed fulfillment candidates.
Education
General Education -
Salt Lake Community College
Salt Lake City, UT01.2011
High School Diploma -
West Jordan High School
West Jordan, UT01.2010
Skills
- Account Management
- Customer Service
- Client Relationship Management
- Strategic Planning
- Contract Negotiation
- Microsoft Excel
- Payroll Preparation
- Payroll Software Knowledge
- Internal audit support
Additional Information
Sports Academy Award Recipient at West Jordan High School.
Timeline
Account Manager
Unitas Dental
03.2024 - Current
Senior Accounting Technician
WCF Insurance
04.2022 - 03.2024
Procurement Analyst
Swire Coca-Cola
10.2018 - 04.2022
Accounts Receivable Clerk
Swire Coca-Cola
07.2017 - 10.2018
Inventory / Fulfillment Supervisor
Pedersen Worldwide Companies
10.2011 - 07.2017
General Education -
Salt Lake Community College
High School Diploma -
West Jordan High School